Conifer Financial Services
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Conifer Financial Services Employees
Conifer Financial Services June 2014 - Present
Vastardis Capital Services May 2014 - June 2014
BNY Mellon July 2007 - May 2013
DPM Mellon, LLC January 2005 - July 2007
Derivatives Portfolio Management, LLC March 2002 - January 2005
Casey, Townsend & Killian LLP 1999 - 2001
Skills
Hedge Funds, Alternative Investments, Due Diligence, Fund Administration, Financial Services, Fund Accounting, Financial Reporting, Securities, Bloomberg, Asset Management, Financial Statements, Equities, Portfolio Management, Accounting, Derivatives
Education
Lehigh University 1993 — 1998
B.S., Business Administration - Concentration in Accounting
TIAA-CREF September 2014 - Present
Extra Mile Reconciliation, LLC June 2011 - September 2014
Conifer Financial Services April 2010 - June 2011
Stanford University October 2004 - September 2009
Advent Software August 2001 - April 2004
Skills
SQL, Quality Assurance, Microsoft Excel, Crystal Reports, Private Equity, Performance Analysis, Financial Reporting, Process Automation, Adobe Creative Suite, Microsoft SQL Server, APX, SSIS, Active Directory, Bloomberg, Portfolio Management, Integration, Databases, Program Management, Troubleshooting, Data Analysis, Business Analysis, Management, Alternative Investments
Education
University of Delaware 1997 — 2001
Bachelor, English
Conifer Financial Services July 2014 - Present
Sistar Mortgage January 2014 - December 2014
NetApp February 2014 - June 2014
Sony Computer Entertainment America September 2013 - January 2014
Akimax November 2010 - September 2013
Akimax November 2010 - September 2013
United Way Silicon Valley June 2011 - June 2012
San Jose State University September 2010 - December 2010
San Jose State University September 2009 - December 2010
Santa Clara Valley Medical Center April 2007 - December 2007
Education
San Jose State University 2008 — 2010
Bachelor of Science, qBusiness Administration: Accounting
Conifer Financial Services September 2014 - Present
Oppenheimer & Co. Inc. June 2013 - August 2013
Willette & Associates January 2010 - January 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English
Education
Capital College, Pennsylvania State University 2009 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
The Pennsylvania State University: Smeal College of Business
Bachelor of Science, Finance
Conifer Financial Services March 2014 - Present
Imprint Capital Advisors July 2012 - April 2014
Velorum Consulting Group October 2011 - September 2012
AlphaMetrix May 2011 - October 2011
International Asset Management September 2009 - May 2011
Neuberger Berman August 2006 - September 2009
Lehman Brothers August 2006 - September 2009
Prisma Capital Partners June 2002 - August 2006
AEGON June 2002 - August 2006
Ramsey Financial September 1993 - June 2002
Skills
Alternative Investments, Hedge Funds, Fund Of Funds, Capital Markets, Fund Accounting, Operational Due..., Operational Risk..., Executive Management, Risk Management, Investments, Compliance Management, Derivatives, Back Office, Fixed Income, Equities, Asset Managment, Family Office, Private Equity, Structured Products, Investment Management, Mutual Funds, Investor Relations, Bloomberg, Portfolio Management, Financial Services, Commodity, Asset Allocation, Emerging Markets, Financial Markets, Investment Banking, Securities, Due Diligence, FX Options, Options, Investment Strategies, Finance, Hedging, ETFs, Prime Brokerage, Valuation, Venture Capital, Equity Derivatives, Financial Modeling, Bonds, Trading, Asset Management
Education
Indiana University - Kelley School of Business 1979 — 1982
BS, Finance
Defense Language Institute 1988 — 1989
Russian Studies
Tell City High School 1974 — 1978
Morgan Stanley Wealth Management January 2014 - Present
Wells Fargo Advisors, LLC June 2013 - January 2014
Wells Fargo Advisors, LLC July 2012 - June 2013
Wells Fargo Advisors, LLC August 2011 - July 2012
Aerotek (contract for Wells Fargo Advisors, LLC) January 2011 - August 2011
Tailor Research May 2009 - May 2010
Thomson Reuters April 2008 - November 2009
Conifer Financial Services December 2007 - April 2008
Thomson Reuters January 2007 - December 2007
Education
University of San Francisco - Masagung Graduate School of Management
Master of Science (M.S.), Financial Analysis
University of Utah
Bachelor of Science (B.S.), Economics
Conifer Financial Services January 2014 - Present
Bloomberg LP July 2013 - January 2014
Bloomberg LP October 2012 - July 2013
MTT Inc. June 2011 - December 2011
Apple November 2009 - October 2011
Skills
Accounts Receivable, Accounts Payable, Accounting, Budgets, Finance, QuickBooks, Research, Microsoft Excel, Fixed Income, Microsoft Office, Financial Modeling, Customer Service, Spreadsheets, Bloomberg Terminal, Bloomberg, Financial Analysis, iWork, OS X, Social Media, Leadership
Education
Saint John's University - Peter J. Tobin College of Business 2008 — 2012
Bachelor of Science, Finance
BlackRock August 2012 - July 2014
HazelTree October 2011 - August 2012
Conifer Financial Services January 2008 - March 2011
Accenture January 2006 - August 2007
RCM Global Investors March 2000 - December 2005
Fidessa Group PLC March 1997 - March 2000
Skills
Hedge Funds, Securities, Trading, Operations, Middle Office, Capital Markets, Technology, Business Strategy, Asset Managment, Asset Management, Alternative Investments, Prime Brokerage, Equities, Bloomberg, Management, Risk Management, Fixed Income, Investment Management, Equity Trading, Trading Systems, Options, Portfolio Management, Series 7, Electronic Trading, Derivatives, FX Options
Education
University of Brighton 1991 — 1995
BSc Honors Mathematics
Conifer Financial Services November 2012 - April 2015
St. Hilda's & St. Hugh's School June 2010 - September 2012
St. Hilda's & St. Hugh's School June 2008 - August 2009
New York City Patrolmen’s Benevolent Association June 2007 - August 2007
Skills
Microsoft Office, Blackbaud Accounting..., Accounting, Microsoft Excel, Accounts Payable, Auditing, Microsoft Word, PowerPoint
Education
City University of New York-Hunter College 2010 — 2012
MSA, Accounting
College of the Holy Cross 2006 — 2010
BA, Economics and Accounting
Xavier High School 2002 — 2006
Conifer Financial Services December 2008 - Present
Goldman Sachs July 2006 - August 2008
Goldman Sachs July 2006 - July 2008
NYSE Euronext 2005 - 2005
Skills
Hedge Funds, Investments, Series 7, Series 63, Fund Of Funds, Securities, Capital Markets, Asset Management, Equities, Business Development, Private Equity, Derivatives, Financial Analysis, Fixed Income, Due Diligence, Financial Markets
Education
Georgetown University 2002 — 2006
BS/BA, Marketing
Georgetown University - The McDonough School of Business 2002 — 2006
BS/BA, Marketing
Walden International September 2015 - Present
Conifer Financial Services May 2015 - September 2015
Conifer Financial Services September 2014 - April 2015
Industry Capital Advisors, LLC. February 2013 - August 2014
De Anza College September 2009 - July 2010
De Anza College September 2009 - April 2010
Watermelon Farm Photography Company May 2006 - April 2007
Skills
Microsoft Excel, Microsoft Office, Public Speaking, PowerPoint, Financial Analysis, Microsoft Word, Marketing, Strategy, Customer Service, Event Planning, Research, Yardi Property..., Mandarin, Photoshop, Facebook, Market Research, Illustrator, Yardi Voyager, US GAAP, Financial Accounting, Financial Reporting, Fund Accounting
Education
UCLA 2010 — 2012
Bachelor of Arts (B.A.), Business Economics, Minor in Accounting
De Anza College 2008 — 2010
East China Normal University
Conifer Financial Services June 2014 - Present
JPMorgan Chase September 2012 - May 2014
Citigroup, Private Equity Services April 2010 - September 2012
Imowitz Koenig & Co. LLP October 2008 - April 2010
Ernst & Young LLP January 2006 - October 2008
HSBC, Alternative Funds Services March 2005 - December 2005
Time Inc. 2004 - 2004
Skills
Auditing, CPA, GAAP, Microsoft Excel, Tax, Financial Reporting, Accounting, Financial Planners, General Ledger, SEC filings, US GAAP, Corporate Tax
Education
Baruch College 2001 — 2005
BBA, Accounting
City University of New York-Baruch College 2001 — 2005
BBA, Accounting
Conifer Financial Services May 2012 - Present
Brownlie & Braden LLC/Cotton Creek Capital Management June 2010 - April 2012
Randstad September 2007 - June 2010
Skills
Microsoft Office, Hiring, Payroll, Administrative Support, Research, Office Administration, Contract Recruitment, Temporary Staffing, Staffing Services, Customer Relations, Office Management, Recruiting, Sales, Marketing, Outlook
Education
Texas State University 2003 — 2007
Bachelor of Arts, Communications/Business
Pampa High 1999 — 2003
Presidio Partners May 2015 - Present
Conifer Financial Services April 2014 - April 2015
Hellman & Friedman June 2010 - April 2014
Ernst & Young 2004 - 2010
Skills
Private Equity, Financial Reporting, US GAAP, GAAP, Accounting, Hedge Funds, Internal Controls
Education
Isenberg School of Management, UMass Amherst 2000 — 2004
BBA, Accounting
PwC February 2015 - Present
Conifer Financial Services June 2013 - February 2015
SS&C GlobeOp December 2012 - June 2013
KPMG January 2012 - October 2012
Skills
Accounting, Financial Analysis, Microsoft Excel, Financial Statements, Financial Accounting, Tax, Account Reconciliation, PowerPoint, Income Tax, Financial Reporting, Tax Preparation, Analysis, Budgets, Access, CPA
Education
LIU Brooklyn 2009 — 2011
Master's of Science, Accounting
City University of New York-John Jay College of Criminal Justice 2005 — 2008
BA, Forensic Psy
Marketo September 2015 - Present
Marketo September 2014 - September 2015
Dropbox September 2013 - September 2014
Klout/Acquired by Lithium January 2014 - March 2014
Quasar Trading January 2011 - December 2013
HQ Executive Services, LLC December 2009 - August 2010
Iron Capital Securities, LLC December 2008 - December 2009
Conifer Financial Services May 2006 - December 2008
Skills
Hedge Funds, Equities, Investments, Series 7, Trading, Options, Alternative Investments, Microsoft Excel, FINRA, Financial Markets, Securities, Venture Capital, Uniform Combined State..., Investment Management, Bloomberg, Investor Relations, Excel Spreadsheets, Relationship Marketing, Risk Management, Series 63, Hair, Raising Venture Capital, Series 66, series 79, Digital Marketing, Outbound Marketing, Sales, Enterprise Software, Enterprise Solution..., SaaS, Salesforce.com, Start-ups, Management, Portfolio Management, Strategy
Education
San Francisco State University 2006 — 2006
Graduate, Business Ethics
California State University-Sacramento 2003 — 2006
BA, Finance/Risk Management
Loyola Marymount University 2000 — 2002
AS, Business Administration
Redwood 1997 — 2000
(USTA) United States Tennis Association May 2015 - August 2015
Conifer Financial Services April 2013 - September 2014
CACEIS Investor Services May 2009 - April 2013
Alvarez & Marsal November 2008 - April 2009
OpHedge Investment Services July 2006 - October 2008
Education
State University of New York at Albany
Bachelor of Arts (B.A.), Rhetoric & Communication, Minor in English, August 2005
Conifer Financial Services June 2014 - Present
The Conifer Group, LLC February 2013 - Present
3D Organics April 2012 - October 2012
Thomas Weisel Partners October 2005 - March 2008
Thomas Weisel Partners 2000 - 2004
Thomas Weisel Partners 1998 - 2000
Montgomery Securities 1995 - 1998
Skills
Project Management, Human Resources, Organizational..., Office Management, Management Consulting, Management, Financial Analysis, Compensation & Benefit, Employee Relations, Business Development, Problem Solving, Business Process..., Analysis, Interviews, HRIS, Personnel Management, Investments, New Hire Orientations, Asset Management, Performance Management, Equities, Hedge Funds, Portfolio Management
Education
UCSB 1991 — 1995
Bachelor of Arts (BA), Business Economics
Dublin High School 1987 — 1991
Conifer Financial Services July 2013 - Present
St. John's University Residence Life August 2010 - May 2012
St. John's University Athletics Business Affairs October 2008 - May 2012
Cogentys Corporation May 2011 - July 2011
Rosie's BBQ May 2006 - January 2011
Skills
Microsoft Office, Jigsaw, Google Docs, Bloomberg, Accounting, Documentation, PowerPoint, Word, Excel
Education
St. John's University, The Peter J. Tobin College of Business 2011 — 2013
MS, Taxation
St. John's University, The Peter J. Tobin College of Business 2008 — 2012
B.S., Accouting
Ernst & Young April 2012 - Present
Conifer Financial Services June 2009 - March 2012
Citigroup May 2004 - January 2009
Bloomberg July 1998 - March 2004
Skills
Hedge Funds, Prime Brokerage, Investments, Financial Markets, Start-ups, Middle Office, Consulting, Professional Services, Financial Services, Fund Administration, Trading, Derivatives, Securities, Equities, Asset Management, Capital Markets, Bloomberg, Alternative Investments, Fixed Income, Investment Banking, Risk Management, Due Diligence
Education
Babson College 1994 — 1998
BS, Finance
St. Scholastica Academy 1990 — 1994
Conifer Financial Services June 2014 - Present
The Conifer Group, LLC February 2010 - Present
Citigroup Global Markets Inc 2003 - November 2008
Citigroup Global Markets Inc 1999 - 2003
Citigroup - Salomon Smith Barney 1993 - 1999
Smith Barney 1986 - 1993
Smith Barney Harris Upham 1981 - 1986
Skills
Process Improvement, Prime Brokerage, Equities, Financial Services, Hedge Funds, Fixed Income, Trading Systems, Capital Markets, Leadership, CRM, Alternative Investments, Finance, Securities, Derivatives, Series 7, Relationship Management, Portfolio Management, Series 63
Education
Rutgers, The State University of New Jersey-Newark
Conifer Financial Services January 2014 - Present
Rothstein Kass September 2010 - May 2013
Lord Abbett & Co. LLC September 2007 - November 2010
Skills
Financial Reporting, Accounting, GAAP, Internal Controls, Auditing, Financial Analysis, Financial Accounting, SEC filings, Sarbanes-Oxley Act, Tax, Hedge Funds, US GAAP, Account Reconciliation, Bloomberg, Valuation, Financial Modeling, Corporate Finance, Microsoft Office, Microsoft Excel, Finance, Financial Statements, Equities, Investments
Education
Rutgers University 2002 — 2007
BS, Accounting and Finance
Rutgers, The State University of New Jersey-Newark 2002 — 2007
Bachelor's of Science, Accounting and Finance
Permanens Capital March 2015 - Present
Bambino Ravioli Pastificio 2014 - Present
Conifer Financial Services March 2013 - February 2015
US Pharma Lab Inc March 2011 - March 2013
New York Life Insurance Company June 2009 - March 2011
Merrill Lynch January 2008 - June 2008
Skills
Hedge Funds, Mutual Funds, Fixed Income, Equities, Performance Analysis, Investment Strategies, Asset Management, Asset Allocation, Finance, Accounting, Fund Administration, Portfolio Management, Wealth Management, Estate Planning, Retirement Planning, Purchasing Negotiation, Leadership
Education
Binghamton University 2011 — 2012
Master of Business Administration (MBA), Finance/Management, 3.80
Fordham University 2006 — 2008
Bachelor of Science (BS), Business Administration/Finance, 3.81
Conifer Financial Services August 2015 - Present
StateStreet Bank October 2012 - November 2014
iproducts July 2007 - October 2012
Skills
Fund Accounting, Accounting, Bloomberg, Financial Services, Bloomberg Terminal, Equities, Investments, Fixed Income, Financial Analysis, Mutual Funds, ETFs, Securities, Hedge Funds, Alternative Investments, Fund Administration, Derivatives, Back Office, Fund Of Funds, Time Travel, Guest Lecturing
Education
State University of New York College at Fredonia 2003 — 2007
Bachelor of Science (BS), Accounting and Finance
Batavia High School 1999 — 2003
Bank of America Merrill Lynch June 2012 - Present
OppenheimerFunds March 2010 - June 2012
Conifer Financial Services March 2007 - March 2010
Merrill Lynch October 2005 - March 2007
Texas State Library and Archives Commission 2002 - 2004
Skills
Derivatives, Market Risk, Fixed Income, Software Development, Risk Management, Statistics, Business Analysis, Risk Metrics, VAR, Financial Risk..., Management Consulting, Municipal Bonds, Leveraged Finance, High Yield Bonds, Basel II, Basel III, Dodd-Frank
Education
Parsons School of Design 2014 — 2015
City University of New York-Baruch College - Zicklin School of Business
Statistics
Texas Tech University - Rawls College of Business
M.S., Management Information Systems
Texas Tech University - Rawls College of Business
B.B.A., Accounting
Conifer Financial Services February 2014 - Present
Thomson Reuters August 2013 - November 2013
Thomson Reuters March 2012 - November 2013
Thomson Reuters January 2011 - April 2012
Kulper & Company, LLC 2009 - January 2011
NAI Global August 2008 - November 2008
UBS Investment Bank June 2001 - May 2008
Columbia University August 1999 - July 2001
Skills
Fundraising, Advertising, Contract Negotiation, Teaching, Marketing, Event Planning, Budget, Project Planning, Market Research, Strategic Planning, Marketing Strategy, Marketing Communications, Event Management, Business Development, Strategy, Social Media, Public Relations, Lead Generation, Sales, Product Marketing, Newsletters, Budgets, Management
Education
University of South Carolina-Columbia 1994 — 1996
M Ed, Higher Education
North Carolina State University 1990 — 1994
BA, History, Education
Conifer Financial Services July 2013 - Present
Self Employed 2007 - 2015
University of San Francisco May 2010 - August 2010
Macy's Junior League Fashion Show March 2009 - March 2009
Holiday in a Box February 2008 - January 2009
Gymboree September 2005 - May 2008
Education
University of San Francisco 2010 — 2011
Bachelors of Science
Fashion Institute of Design & Merchandising 2008 — 2009
Associates of Arts
Marin Catholic
Conifer Financial Services October 2013 - Present
MKM Partners July 2012 - October 2013
The Patriot Group, LLC October 2011 - July 2012
Axceler May 2011 - September 2011
Education
Fairfield University 2008 — 2012
Bachelor's degree, Accounting
Universitat Autonoma de Barcelona 2011 — 2011
Acton Boxborough Regional High School 2004 — 2008
Conifer Financial Services April 2014 - Present
Teachscape November 2012 - May 2013
Conifer Financial Services February 2011 - 2012
Thomas Weisel Partners 2007 - 2011
Eurohypo AG August 2002 - December 2007
Cambridge Management Consulting June 1997 - December 2001
Advance Polymer Systems 1997 - 1997
GT Global Mutual Funds 1996 - 1997
Skills
Human Resources, Employee Relations, Employee Benefits, Recruiting, Onboarding, HRIS, Organizational..., Leadership, Talent Management, Talent Acquisition, Performance Management, Mergers, Succession Planning, Deferred Compensation, Change Management, Organizational Design, Personnel Management, Employee Engagement, Mergers & Acquisitions, Benefits Administration, Project Management, College Recruiting, New Hire Orientations, Due Diligence, Executive Reporting, Report Writing
Education
UC Davis 1987 — 1991
Bachelor of Science (B.S.), Design
Conifer Financial Services August 2014 - Present
New York County District Attorney's Office September 2013 - August 2014
NYS Office of the State Comptroller 2014 - May 2014
Bank of America June 2012 - 2013
Skills
QuickBooks, Customer Service, Microsoft Excel, Training, Financial Accounting, Financial Analysis, Accounting, Access, Accounts Payable, PowerPoint, Microsoft Word, Financial Reporting, Microsoft Office, Outlook, Auditing, Finance, Account Reconciliation
Education
City University of New York-Baruch College 2011 — 2014
Bachelor of Business Administration (BBA), Accounting
Berkshire Hathaway Home Services Fox & Roach, Realtors January 2014 - Present
Conifer Financial Services March 2014 - January 2015
LTC Consulting Services July 2013 - February 2014
Senior Planning Services April 2013 - July 2013
Shane & White Law Office November 2012 - March 2013
Aviv Investment LLC 2008 - March 2013
Ambit Energy 2011 - 2012
Brown & RISD Hillel 2010 - 2012
Vector Marketing 2009 - 2012
Hillel 2008 - 2011
Skills
Microsoft Office, Social Media, Hebrew, Event Management, Research, Public Speaking, Public Relations, Business Strategy, Budget, Microsoft Excel, Customer Service, Teamwork, Microsoft Word, Personnel & Project..., Relationship Cultivation, Strategic Planning &..., Effective Negotiator, Strong Marketing..., Basic Accounting, Process Streamlining, Increasing Organization..., Strong Technology &..., Event Planning, Staff Development, Communication &..., Accounting, Budgets, Time Management, Entrepreneurship, Sales
Education
Johnson and Wales University 2011 — 2012
Master's degree, Master of Business Administration in Global Business
Johnson and Wales University 2008 — 2011
Bachelor's degree, Bachelor of Science in Financial Service Management
Derech Ohr Somayach 2007 — 2008
Conifer Financial Services April 2014 - Present
Vastardis Capital Services May 2012 - April 2014
CommVault Systems Inc. December 2010 - May 2012
Monmouth University Office of Residential Life September 2009 - May 2012
Monmouth University First-Year Seminar September 2009 - December 2011
Monmouth University New Student Orientation January 2010 - August 2010
Monmouth University New Student Orientation May 2009 - August 2009
Skills
Accounting, Microsoft Office, Excel, Team Building, Team Management, Community Service, Microsoft Excel, Microsoft Word, Social Media, PowerPoint, Data Analysis, Social Networking, Software Documentation
Education
Monmouth University 2008 — 2012
Bachelor of Science Business Administration, Accounting
Conifer Financial Services August 2012 - Present
State Street Global Advisors February 2011 - August 2012
State Street Global Advisors December 2007 - February 2011
Brown Brothers Harriman & Co May 2005 - December 2007
Ameriquest Mortgage Co. July 2004 - February 2005
Skills
Hedge Funds, Bloomberg, Financial Analysis, Investments, Equities, Fixed Income, Securities, Alternative Investments, Portfolio Management, Finance, Financial Modeling, Analysis, Management, Financial Services, CRM, Mutual Funds, Accounting
Education
University of Massachusetts, Amherst 2000 — 2004
Bachelor, Economics
SS&C Technologies September 2014 - Present
Conifer Financial Services February 2014 - September 2014
Rothstein Kass October 2006 - February 2014
Skills
Hedge Funds, Financial Reporting, Derivatives, Accounting, Financial Accounting, GAAP, CPA
Education
University of Delaware 2002 — 2006
Bachelor of Science (BS), Accounting
Starwood Capital Group November 2014 - Present
Conifer Financial Services March 2013 - October 2014
Marsh & McLennan Companies, Inc. September 2011 - March 2013
Ernst & Young November 2010 - August 2011
McGladrey & Pullen September 2008 - November 2010
Skills
Auditing, Private Equity, Internal Audit, Hedge Funds, Fund Of Funds, Internal Controls, Accounting, CPA, Financial Reporting, Financial Accounting, US GAAP, Financial Statements
Education
Baruch College, City University of New York (CUNY) 2004 — 2008
BBA, Accounting
Conifer Financial Services June 2015 - Present
Dragon Financial Group October 2014 - May 2015
Conifer Financial Services June 2013 - October 2014
KPMG LLP July 2012 - June 2013
KPMG LLP November 2010 - July 2012
Wells Fargo Bank April 2007 - October 2010
Skills
Accounting, Financial Reporting, Internal Controls, Private Equity, Broker-Dealer, Assurance, Excel, GAAP, IFRS, Sales & Use Tax, Fund Accounting, Auditing, SOX 404, Account Reconciliation, SEC filings, Microsoft Excel, Financial Analysis, Financial Statements
Education
Golden Gate University 2008 — 2010
Master's Degree, Accounting
San Francisco State University 2000 — 2004
Bachelor's Degree, Business Administration
KKR February 2015 - Present
Conifer Financial Services July 2013 - February 2015
VMS Fund Administration June 2011 - July 2013
Concannon, Miller & Co. P.C. January 2011 - April 2011
Hoch Accounting June 2010 - December 2010
Skills
Accounting, Tax, Account Reconciliation, Tax Returns, Internal Controls, Consolidated Financial..., Private Equity..., Fund Of Funds, QuickBooks, Financial Reporting, Financial Accounting, Fund Administration, Fund Accounting, Private Equity, Financial Statements
Education
Moravian College 2007 — 2011
Bachelor's of Arts, Accounting
IEA - Investors Economic Assurance LLC June 2015 - Present
Conifer Financial Services January 2014 - October 2014
International Fund Services (Ireland) Ltd, A State Street Company December 2012 - January 2014
J.P. Morgan Asset Management January 2007 - November 2012
GlobeOp Financial Services 2003 - 2006
Pimco Advisors June 1998 - October 2003
SBSF June 1993 - April 1999
Skills
Fund Accounting, Hedge Funds, Fixed Income, Derivatives, Fund Of Funds, Alternative Investments, Bloomberg, Middle Office, Auditing, Accounting, Asset Management, Financial Reporting, Prime Brokerage, Equities, Mutual Funds, Portfolio Management, Operations Management, Document Management, Project Management, Regulatory Requirements, Business Analysis, Onboarding, Budgets, Board Relations, Board Governance, New Hire Training, Compliance, Budget, Dodd-Frank, Regulatory Reporting, Investor Relations, KYC, Anti Money Laundering, OFAC
Education
SUNY Canton 2015 — 2016
Bachelor of Business Administration (BBA), Accounting and Finance
Iona College 2001 — 2005
Conifer Financial Services March 2013 - Present
Innua Investment Management June 2012 - February 2013
HSBC Securities March 2005 - January 2012
Trident Corporate Services January 1996 - February 2005
Skills
Hedge Funds, Private Equity, Alternative Investments, Investments, Fund Of Funds, Equities, Fund Administration, Banking, Asset Managment, Capital Markets, Financial Services, Financial Markets, Investment Banking, Global Custody, Derivatives, Fixed Income, Fund Accounting, Prime Brokerage, Mutual Funds, Securities, Asset Management, Series 7
Education
Bryant University 1987 — 1991
BSBA, Hotel/Institutional Management
EL Vandermeulen 1983 — 1987
EL Vandermeulen
Enfusion, LLC July 2015 - Present
Conifer Financial Services June 2014 - July 2015
Vastardis Capital Services October 2013 - May 2014
US BANCORP FUND SERVICES July 2007 - October 2013
Skills
Business Analysis, Bloomberg, Risk Management, Equities, Asset Management, Hedge Funds, Portfolio Management, Credit Risk, Derivatives, Investment Banking, Capital Markets, Investments, Securities, Fixed Income, Alternative Investments, Financial Analysis, Middle Office, Mutual Funds, Valuation, Financial Modeling, Financial Services, Accounting, Finance, Due Diligence, Private Equity, Management, Banking
Education
Rutgers Business School 2003 — 2007
BS Finance, Finance
Rutgers, The State University of New Jersey-New Brunswick 2003 — 2007
Bachelor's Degree, Finance
Solera Capital June 2014 - Present
Conifer Financial Services August 2013 - June 2014
Black Diamond August 2012 - March 2013
Grassi & Co. February 2012 - August 2012
PricewaterhouseCoopers January 2006 - December 2011
Young Israel of Kew Gardens Hills September 1996 - June 2011
Skills
Financial Reporting, Accounting, Auditing, Financial Accounting, Tax Preparation, Private Equity, Hedge Funds, Waterfalls, GAAP, SEC filings, Tax, Financial Analysis, Internal Controls, CPA, Financial Modeling, QuickBooks, Financial Statements, Assurance, External Audit, Sarbanes-Oxley Act, Due Diligence, Account Reconciliation, Tax Accounting, General Ledger, Corporate Tax, Internal Audit, SEC Filings
Education
City University of New York-Queens College 2002 — 2005
Bachelor of Science (B.S.), Accounting and Finance
Mivaresert 2001 — 2003
Eton Park September 2015 - Present
Conifer Financial Services June 2014 - September 2015
Vastardis Capital Services October 2012 - June 2014
BNY Mellon August 2010 - October 2012
Nordstrom May 2009 - August 2009
Skills
Client Service, Internet, Communication, Teamwork, Team Building, Excel, Word, PowerPoint, Investran, Apple, Public Speaking, Event Planning, Fast Learner, Microsoft Excel, PeopleSoft, Private Equity, Microsoft Word, Securities, Recruiting, Hedge Funds, Leadership, Human Resources, Financial Services, Alternative Investments, Fund Of Funds, Fund Administration, Vlookup
Education
Marist College 2006 — 2010
Bachelor of Science, Business Administration
Conifer Financial Services May 2014 - Present
Vastardis Capital Services June 2004 - April 2014
Goldman Sachs November 2001 - June 2004
PricewaterhouseCoopers LLP June 1999 - November 2001
Cornick Garber & Sandler LLP 1997 - 1999
Skills
Private Equity, Hedge Funds, Finance, Financial Reporting, Accounting, Tax, Emerging Markets, CPA, Management, Financial Modeling, Alternative Investments, Equities, Fixed Income, Financial Analysis, Bloomberg
Education
New York University - Leonard N. Stern School of Business 2001 — 2004
MBA, Finance
Michigan State University 1995 — 1996
Bachelor of Arts (B.A.), Accounting
Conifer Financial Services July 2013 - Present
Protege Partners February 2008 - November 2012
Asset Alliance Corporation and Hedge Harbor 2002 - 2008
PricewaterhouseCoopers 1997 - 2002
Skills
Fund Of Funds, Hedge Funds, Fund Accounting, Alternative Investments, Private Equity, Fund Administration, Equities, Operational Due..., Asset Management, Bloomberg, Investor Relations, Valuation, Derivatives, Fixed Income, Investments, Due Diligence, Investment Management, SEC filings, Capital Markets, Options, Financial Modeling
Education
Pace University 1992 — 1997
Bachelor of Business Administration (BBA), Accounting, 3.3
Pace University 1992 — 1996
Master of Business Administration (MBA), Accounting, 3.3
InvestCloud, Inc. July 2013 - Present
Conifer Financial Services August 2007 - July 2013
Direct SF 2000 - 2008
Single Point of Contact January 2002 - August 2006
iLux 2000 - 2001
United Defense September 1999 - May 2000
Skills
Disaster Recovery, Data Center, Cloud Computing, Microsoft SQL Server, IT Management, Windows, SQL, Project Management, Vendor Management, Software Documentation, Virtualization, VMware, WINS, Active Directory, Cisco Technologies, Enterprise Architecture, Microsoft Exchange, Infrastructure, Backup Exec, Integration, Visio, Networking, Business Analysis, Databases, Hedge Funds
Education
San Jose State University
BS, Mechanical Engineering
Conifer Financial Services August 2013 - Present
BNY Mellon February 2011 - August 2013
BNY Mellon November 2009 - February 2011
Bank of New York Mellon May 2008 - August 2008
Skills
Bloomberg, Equities, Fixed Income, Options, FX Options, Valuation, Hedge Funds, Alternative Investments, CDS, Derivatives, Mutual Funds, Financial Services
Education
James Madison University 2005 — 2009
B.B.A., finance
Apicius Culinary Institute 2008 — 2008
Food and Wine
National Grid May 2015 - Present
Conifer Financial Services January 2013 - May 2015
BNY Mellon August 2011 - December 2012
Baruch College June 2008 - June 2011
Goldman Sachs - Hedge Fund Strategies Tax February 2010 - May 2011
Sumitomo Mitsui Banking Corporation - Capital Markets July 2009 - February 2010
Skills
Accounting, Tax, Financial Statements, Bank Reconciliation, Microsoft Office, Variance Analysis, Account Reconciliation, Bookkeeping, Fund Accounting, Tax Preparation, Partnership Taxation, Tax Research, Tax Returns, Income Tax, Corporate Tax, Financial Reporting, State Tax, Financial Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2011
Bachelor, Accounting
Conifer Financial Services January 2010 - Present
MAXAM Capital Management 2005 - 2009
Tremont Capital 1994 - 2005
RiverBank 1987 - 1994
Chase 1985 - 1987
Skills
Fixed Income, Equities, Hedge Funds, Alternative Investments, Bloomberg, Financial Modeling, Investments, Series 7, Securities, Fund Of Funds, Capital Markets, Derivatives, Asset Management, Fund Accounting, Mutual Funds
Education
Fordham University 1981 — 1985
BS, Accounting
CCHS
CCHS
UniversityNow, Inc. 2013 - 2014
Recurrent Energy 2012 - 2012
Conifer Financial Services 2010 - 2011
Thomas Weisel Partners 2007 - 2010
Braden Partners (Pacific Pulmonary Services/ResponseLink) 2005 - 2007
Skills
Accounts Payable, Fixed Assets, Accounting, Microsoft Excel, Outlook, Accounts Receivable, Accruals, Journal Entries, System Administration, Concur, Oracle, T&E, Purchase Orders, Zuora, 1099 Preparation, Expense Reports, Invoice Processing, Online Payment, Chargebacks, Adjustments, Refunds, General Ledger, Account Reconciliation, Auditing, QuickBooks
Education
Sonoma State University 2001 — 2005
Bachelor’s Degree, Business, Accounting
Conifer Financial Services 2014 - Present
Osterweis Capital Management 2000 - 2013
RS Investments 1997 - 2000
Legg Mason 1996 - 1997
Skills
Hedge Funds, Equities, Fund Accounting, Fund Administration, Financial Reporting, Accounting, Bloomberg, Mutual Funds, Financial Analysis, Investment Operations, Reconciliations, Fixed Income, Internal Controls, Alternative Investments, Reconciliation, Asset Management, Valuation, Financial Accounting, Venture Capital
Education
La Salle University
Master of Business Administration (MBA)
Shanghai University of Finance and Economics
Conifer Financial Services August 2013 - Present
Brown Brothers Harriman March 2012 - June 2013
Law Office of Deborah Ball October 2011 - February 2012
UBS Wealth Management June 2010 - August 2010
Skills
Economics, Financial Modeling, Microsoft Excel, PowerPoint, Equities, Financial Analysis, Investments, Investment Banking, Microsoft Office, Equity Research, Microsoft Word, Social Media, Research, Corporate Finance, Securities, Mergers & Acquisitions
Education
City University of New York-Queens College 2008 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General, 3.747
Touro College 2007 — 2008
Conifer Financial Services May 2013 - Present
GORI July 2011 - Present
JPMorgan Chase November 2010 - May 2013
Ernst & Young October 2007 - October 2010
Skills
Accounting, Tax Accounting, Financial Analysis, Tax, Financial Reporting
Education
Binghamton University 2003 — 2007
Bachelor of Science, Accounting
Conifer Financial Services June 2014 - Present
Intelligii Consulting Ltd. 2012 - Present
G X Consult Ltd September 2012 - June 2014
Butterfield Fulcrum 2001 - 2012
Arthur Andersen September 1997 - February 2001
Skills
Management Consulting, Compliance, Shared Services, Outsourcing, Accounting, Operational Risk..., Fund Services, Large Scale..., Small Business..., Entrepreneurship, Team Leadership, client relationship..., Project Management, CRM, Business Process, Financial Reporting, Hedge Funds, Financial Analysis, Investments, Fund Administration, Business Process..., Auditing, Valuation, Change Management, Risk Management, Financial Services, Leadership, Derivatives, Internal Audit, Analysis, Portfolio Management, Operational Risk, Mutual Funds, AML, Anti Money Laundering
Education
Institute of Chartered Accountants in England and Wales 1997 — 2000
CA (UK), Accounting
University of Nottingham 1993 — 1997
Masters, Mechanical Engineering
Conifer Financial Services June 2011 - Present
1861 Capital Management September 2006 - December 2010
Citi Hedge Fund Services August 2004 - August 2006
Investors Group July 2002 - July 2004
Skills
Fund Accounting, Financial Accounting, Leadership, Project Management, Financial Analysis, Account Management, Bloomberg, Microsoft Office, Data Conversion, Hedge Funds, Mutual Funds, Finance, Equities, Fixed Income, Financial Services, Accounting, Investments
Education
University of Manitoba 1998 — 2002
Bachelor of Commerce, Finance & International Business
University of Manitoba 1994 — 1998
Bachelor of Science, Microbiology
Conifer Financial Services 2013 - Present
Citi October 2007 - 2013
Koger Inc 2005 - 2007
Namm Singer, Inc. 2001 - 2005
Skills
Recon Plus, Trading Systems, Account Reconciliation, Hedge Funds, Private Equity, Alternative Investments, Project Management, Back Office, User Acceptance Testing, Business Analysis, Derivatives, Equities, Securities, Fund Accounting, Trading, SDLC
Education
Rutgers University 2007 — 2007
Mini-MBA
New York University 1999 — 2001
Master of Science (M.S.), Information Systems Engineering
Pace University 1998 — 1999
Master of Science (M.S.), Computer Science
Caldwell University 1994 — 1998
Bachelor of Science (B.S.), Business Administration
Caldwell University 1994 — 1998
Bachelor of Science (B.S.), Computer Information Systems
Conifer Financial Services June 2013 - Present
Education
Marquette University 2009 — 2013
Bachelor of Science in Business Administration, Accounting
Conifer Financial Services October 2014 - Present
Conifer Financial Services July 2013 - September 2014
Merrill Lynch October 2012 - December 2012
FilmNation Entertainment LLC July 2012 - September 2012
Skills
Microsoft Office, Financial Analysis, Bloomberg Terminal, Financial Modeling, Valuation, Economics, Data Analysis, Stata, Econometrics
Education
City University of New York-Baruch College 2009 — 2013
Bachelor of Business Administration (BBA), Finance
Berlin School of Economics and Law 2011 — 2012
Exchange Program, Economics
Conifer Financial Services June 2014 - Present
Education
Baruch College 2012 — 2014
Bachelor of Business Administration (BBA), Finance and Investments, Communication Studies
State University of New York College at Geneseo 2011 — 2012
Business Administration, Communication Studies
Brooklyn Technical High School 2006 — 2010
Advanced Regents Diploma, International Arts and Science
The Denali Group May 2015 - Present
Gordian Compliance Solutions, LLC May 2014 - September 2014
Conifer Financial Services May 2012 - August 2012
Skills
EDGAR, Statistical Modeling, Bloomberg Terminal, Oracle, Microsoft Office, Research, Executive Search, Encore, Customer Service, Management, Due Diligence, Analysis
Education
Trinity College-Hartford 2011 — 2015
Bachelor of Arts (B.A.), Economics & Political Science
American University in Dubai 2013 — 2013
Financial Mathematics, International Relations
Trinity College in Rome, Italy 2013 — 2013
Summer Economics program in Debt, Deficits and Defaults, Economics